+88.8%
APA vs EMB
+5.7%
+83.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.1% |
| 7D | +0.5% | 0.0% | +0.5% | +0.6% |
| 30D | +23.4% | -0.3% | +23.7% | +22.6% |
| 3M | +12.7% | -0.4% | +13.1% | +12.3% |
| 6M | +39.4% | +0.1% | +39.3% | +49.2% |
| YTD | +79.0% | +1.6% | +77.4% | +86.6% |
| 1Y | +88.8% | +5.6% | +83.2% | +75.8% |
| All | +88.8% | +5.7% | +83.1% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded EMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling